Financial Advisor in Burnaby
Burnaby blends a fast-growing tech corridor around Metrotown and Brentwood with established, diverse immigrant families across the city. The result is a wide mix of condo-owning professionals and multi-generational households planning side by side.
Planning that fits Burnaby
Home to SFU and BCIT, Burnaby has a steady stream of new graduates and academics starting their first serious savings plans alongside families managing rental and investment property.
Whether you are in Metrotown, Brentwood, Lougheed or anywhere across Burnaby, we build a plan around your goals and shop the whole market on your behalf.
Who we help in Burnaby
Tailored strategies for the people and priorities most common across Metro Vancouver.
Tech and professional employees with RSUs and group benefits
New graduates building their first RRSP and TFSA
Condo owners and first-time investors
Multi-generational immigrant families
Insurance & investment solutions in Burnaby
Full-market access to the protection and growth strategies that matter most.
Serving every community in Burnaby
Financial advice in Burnaby, answered
Yes. Mode Money Managers™ serves clients throughout Burnaby and the surrounding Metro Vancouver, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Burnaby residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.
We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of Burnaby clients and recommend what genuinely fits your situation, not a proprietary product line.
For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for Burnaby residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.
Absolutely. A large part of our practice is helping newcomers across Metro Vancouver set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.
Ready to plan your future in Burnaby?
Book a complimentary discovery call with Sanjay Gupta, CFP®, and see what independent, fiduciary advice looks like.
